Critical thinking

Alternative investments for Single Family Offices: trends, strategies, and sustainability

May 21, 2024 Mercer
Alternative investments for Single Family Offices: trends, strategies, and sustainability
Critical thinking
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Critical thinking
Alternative investments for Single Family Offices: trends, strategies, and sustainability
May 21, 2024
Mercer

Opinions expressed are those of the speakers based on market conditions as of the date of recording, are subject to change without notice and do not necessarily reflect Mercer’s opinions.

In this episode, Mercer's Michel Meert is joined by colleague Johnny Adji and Andrew Hunt from Marsh. Together, they delve into the world of alternative investments for Single Family Offices (SFOs), exploring the latest trends and strategies that are shaping this dynamic landscape.

During their discussion, they shed light on the strategic asset allocation of long-term investors, providing insights into how SFOs can navigate private markets, including the ever-evolving realm of private equity. They emphasize the role of diversification in investment portfolios and share thoughts on managing risk in private equity investments.

They also explore the growing emphasis on sustainability among the new generations within these families and highlight how private markets have potential when implementing sustainability strategies.

Listen to the full episode to discover more.

This does not constitute an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products or constitute a solicitation on behalf of any of the investment managers, their affiliates. For the avoidance of doubt, this is not formal investment advice to allow any party to transact. Additional advice will be required in advance of entering into any contract.


R
ead our full important notices - click here

Show Notes

Opinions expressed are those of the speakers based on market conditions as of the date of recording, are subject to change without notice and do not necessarily reflect Mercer’s opinions.

In this episode, Mercer's Michel Meert is joined by colleague Johnny Adji and Andrew Hunt from Marsh. Together, they delve into the world of alternative investments for Single Family Offices (SFOs), exploring the latest trends and strategies that are shaping this dynamic landscape.

During their discussion, they shed light on the strategic asset allocation of long-term investors, providing insights into how SFOs can navigate private markets, including the ever-evolving realm of private equity. They emphasize the role of diversification in investment portfolios and share thoughts on managing risk in private equity investments.

They also explore the growing emphasis on sustainability among the new generations within these families and highlight how private markets have potential when implementing sustainability strategies.

Listen to the full episode to discover more.

This does not constitute an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products or constitute a solicitation on behalf of any of the investment managers, their affiliates. For the avoidance of doubt, this is not formal investment advice to allow any party to transact. Additional advice will be required in advance of entering into any contract.


R
ead our full important notices - click here